Expersoft

Expersoft is a Swiss company specializing in comprehensive Wealth and Asset Management solutions, focusing on enhancing portfolio management for financial services professionals through its innovative PM1 platform. Founded in Steinhausen, Switzerland, Expersoft Systems AG provides Wealth and Asset Management solutions. The company was sold to Vertel Corp. in February 1999.

Under the leadership of CEO Philipp Bisang, Expersoft has conducted a total of 2 funding deals, raising a total of USD 7. 50 mn in its latest round, Series C, with notable investors including Aspen Ventures and Trinity Ventures. Expersoft Systems AG specializes in providing comprehensive Wealth and Asset Management solutions through its flagship product, PM1. This modular platform is designed specifically for professional discretionary portfolio managers and financial services providers, offering an integrated suite of tools for portfolio management, client relationship management, investment advisory, order management, analytics, and reporting.

PM1 enables users to gain a consolidated view of total wealth with over 600 risk and performance metrics, making it easy to navigate through liquid and illiquid asset types with near real-time transactional data. The solution aims to streamline advisory processes by identifying client goals and tailoring investment proposals while ensuring compliance with regulations like MiFID II. Expersoft serves a diverse clientele, including banks, independent asset managers, family offices, and institutional investors, with its products deployed across various geographical markets, including Europe, North America, and Asia, catering to the needs of financial professionals seeking to enhance their operational efficiency and client engagement. Expersoft's revenue model is primarily based on subscription fees for its PM1 platform, as well as ancillary services such as outsourced hosting, operations, and back-office support.

The firm engages in B2B transactions, partnering with financial institutions and asset managers who utilize its software to enhance their portfolio and client management capabilities. Clients typically subscribe to the platform on an annual basis, which includes access to all core modules, regular updates, and customer support. Additionally, the company may offer bespoke solutions tailored to specific client needs, which can involve customized pricing structures based on the extent of services utilized. Expersoft’s revenue is bolstered by its comprehensive offerings that facilitate seamless integration into existing operations, thus ensuring a consistent flow of transactions between the firm and its diverse client base.

Expersoft is focused on developing new features for its PM1 platform aimed at enhancing user experience and functionality. The company plans to expand its operations into new markets, specifically targeting regions in Asia and North America by the end of 2025. The recent funding of USD 7. 50 mn will be primarily used to support these expansion efforts and further product development initiatives.